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C-Office User's Manual v3.1 Pack #5 (2007.06.04) PDF
C-Office User's Manual v3.1 Pack #5 (2007.06.04) PDF
1 Feature Pack #5
Partek Cargotec C-Office June 7, 2004
C-Service
User’s manual
Table of Contents
1 INTRODUCTION .................................................................................................................................3
1.1 C-SERVICE USER’S MANUAL ...........................................................................................................4
1.2 C-SERVICE SUPPORT.........................................................................................................................4
2 FINDING SPARE PARTS IN C-SERVICE .......................................................................................5
2.1 BRAND TAB ......................................................................................................................................5
2.2 MODEL TAB ......................................................................................................................................6
2.3 VIEWING DRAWINGS.........................................................................................................................7
2.3.1 Links ........................................................................................................................................8
3 DOWNLOADING DATA AND APPLICATION UPDATES .........................................................10
3.1 LOGIN AND LOGOUT .......................................................................................................................10
3.2 DOWNLOADING THE SPARE PARTS CATALOG ..................................................................................10
3.3 AUTOMATIC APPLICATION UPDATE ................................................................................................11
4 SHOPPING BASKET .........................................................................................................................12
4.1.1 Adding spare parts to the shopping basket ............................................................................12
4.1.2 Using the shopping basket .....................................................................................................13
5 ADDITIONAL FUNCTIONS.............................................................................................................15
5.1 PRINTING DRAWINGS ......................................................................................................................15
5.1.1 Print viewer ...........................................................................................................................15
5.2 MULTIPLE LANGUAGE SUPPORT .....................................................................................................17
5.3 READING AND ADDING NOTES ........................................................................................................17
5.4 ADVANCED SEARCH .......................................................................................................................18
6 EDIT MODE........................................................................................................................................20
6.1 ENTERING AND EXITING EDIT MODE ...............................................................................................20
6.2 UPLOADING EDITS ..........................................................................................................................20
6.2.1 Locking process .....................................................................................................................20
6.2.2 Committing updates ...............................................................................................................20
6.3 MENU FUNCTIONS ..........................................................................................................................20
6.3.1 Publishing..............................................................................................................................20
6.3.2 Translation options................................................................................................................21
6.3.3 Editing and deleting existing items ........................................................................................23
6.3.4 Adding a drawing ..................................................................................................................23
6.3.5 Adding a document ................................................................................................................25
6.3.6 Adding a folder ......................................................................................................................26
6.3.7 Copying and moving drawings ..............................................................................................26
6.4 DRAWING AND PRODUCT FUNCTIONS .............................................................................................27
6.4.1 Hotspots.................................................................................................................................27
6.4.2 Links ......................................................................................................................................28
6.4.3 Managing hotspots and links .................................................................................................28
6.4.4 Products.................................................................................................................................29
6.5 CREATING CD DATA ......................................................................................................................30
7 CONFIGURATION OPTIONS .........................................................................................................32
7.1 STYLE SELECTION...........................................................................................................................32
7.2 SERVER SETTINGS...........................................................................................................................32
APPENDIX I – INSTALLATION INSTRUCTIONS ..............................................................................34
1 Introduction
C-Service is an advanced application for viewing technical drawings.
Containing comprehensive product drawings equipped with links and
descriptions, it serves a function as a convenient and effective spare
parts catalog. The user may look up detailed illustrations of any
supported product model and easily determine the spare parts needed for any
functional entity of the product. C-Service facilitates spare parts ordering further by
providing application customization possibilities as well as immediate catalog and
software updating services. Enhanced with multiple language support, C-Service
meets the spare parts catalog needs of a demanding sales organization.
C-Service can be accessed or used in three different ways.
1. C-Service for Windows. Using the C-Service Windows .NET client the user
has access to the spare parts catalog along with functionality for data
maintenance and updating. New updates - both application and spare parts
catalog related - can be downloaded from the C-Service server and changes
made by the user can be uploaded to the server. All data being available
locally on the user’s hard disk, the Windows .NET client can also be used
offline. Necessary downloads and uploads can be performed when the
computer is reconnected to the Internet.
The C-Service Windows .NET client is available in C-Files, file group C-Office : C-
Service, for download and installation. In addition, the Windows client can be
distributed on CD.
2. C-Service Web. The web version of C-Service is accessible from the C-Office
portal at www.c-office.com. C-Service Web enables viewing of the C-Service
spare parts catalog as well as collecting of items using the basket
functionality. C-Service Web is primarily intended for users not using C-Parts
but still wishing to have easy access to technical drawings online.
Furthermore, Cargotec product lines not yet available in C-Parts now have the
means to conveniently launch their spare parts catalogs online.
3. C-Service for C-Parts. C-Service is also available embedded in C-Parts,
making it possible to browse the spare parts catalog of C-Service and
automatically add items directly to the C-Parts shopping basket. Thus, the
seamless information flow between C-Service and C-Parts enables the user to
place orders with C-Parts straight from the C-Service catalog. Items collected
in a C-Service basket file (*.bsk), using either the .NET client or C-Service
Web, can also be imported in C-Parts for easy and convenient ordering.
This manual is primarily intended for C-Service Windows .NET client and C-Service
Web users. The functionality of the C-Parts integrated version of C-Service is
elaborated on in the C-Parts User’s Manual. However, the instructions presented in
this context are to a great extent applicable in the case of the integrated C-Service
as well.
Some features covered in this manual apply only to the Windows .NET client.
Sections regarding such features will be introduced by a short user notification.
2.3.1 Links
An item in the spare parts list can also be equipped with a direct link to another
drawing or folder of the current model. As seen in Figure 7, the links appear in the
Link column and the corresponding hotspots are colored blue. Double-clicking either
the hotspot or the link in the column opens the target page.
Login icon
The user logs in by clicking the login button in the C-Service menu. The user is then
prompted to enter his C-Office username and password, which are checked for
authentication.
To log out, press the same button as when logging in.
current version and the updated version will be used the next time the application is
launched.
4 Shopping basket
The shopping basket functionality in C-Service enables the user to conveniently
collect spare part items in a basket file (*.bsk), which can be imported in C-Parts for
order placement. As a result, the user can browse the C-Service spare parts catalog
off- or online, using either the Windows .NET client or the C-Office application C-
Service Web, and create a basket file that is to be imported in C-Parts. For instance,
if a user is not connected to the Internet that user will still able to browse the catalog
offline and collect items using the shopping basket. However, the user will not be
able to view any prices until the basket is imported into C-Parts. In addition, the C-
Service shopping basket may be used as a means of saving collected items for later
reviewing.
Using C-Service for C-Parts, the C-Parts embedded version of C-Service, the user is
able to open C-Service directly from C-Parts and add items from the C-Service spare
parts catalog straight into the C-Parts shopping basket.
Note
The shopping basket functionality available in the Windows .NET client and C-Service
Web is also used for sending orders to Cargotec units not yet supporting the online
ordering system of C-Parts. In this case, the shopping basket file with the collected
items will be received by the Cargotec business unit and the order will be placed
manually.
The total number of items added to the shopping basket is displayed next to the
basket icon on the C-Service toolbar. Clicking the icon opens the basket, which
displays all added spare parts along with the following details.
Open basket
Opens the Open dialog – allows the user to open a shopping basket (*.bsk) from
disk.
Save basket
Opens the Save dialog - allows the user to save the shopping basket to disk.
Print
Opens the shopping basket in the print viewer described in section 5.1.1 Print
viewer.
Empty basket
Removes all items in the basket.
5 Additional functions
Figure 14 Printing drawing 534-0195 Plate Mounting of the product model 335 K
Page navigator
Enables the user to navigate in the document. The controls are Go to First Page,
Go to Previous Page, Go to Next Page, and Go to Last Page.
Goto Page
Navigates to a specified page number.
Print Report
Opens the standard Print dialog with available printers, property options, pages to
print, etc.
Refresh
Reloads the data of the document.
Export Report
The viewer enables the user to export the C-Service document to a file. C-Service
supports the following file formats:
• Microsoft Word (*.doc)
• Microsoft Excel (*.xls)
• Rich Text Format (*.rtf)
• Adobe Acrobat (*.pdf)
Displays/hides the group tree, i.e. the menu (displayed in Figure 16).
Zoom
Enables the user to choose the size in which the document is displayed on the
screen.
Find
Locates a specified text string in the document.
Figure 16 Print viewer with the entire catalog of product model 335 K
A note is added in either the brand or model menu by right-clicking a node and
selecting New→Note. As stated above, this can be done on any level and for any
node in the tree structure. Similarly, a note can also be added to a separate spare
part in a drawing by right-clicking the entry and choosing New note, as illustrated in
Figure 17. A node equipped with a note is preceded by a plus sign, indicating the
possibility of expanding the node. Consequently, notes can be applied to brands,
folders, subfolders, models, functionality entities, drawings, and spare parts. A note
consists of a title that will be visible in the menu, and the actual description (see
Figure 18). Administrative users can define the visibility of the note from the Rights
dropdown list.
Right-clicking any node on either the brand or model tab menu, opens the advanced
search dialog, see Figure 19. A search run in this way only covers the child nodes of
node selected, i.e. it proceeds downward in the tree hierarchy beginning from the
selected node.
The advanced search operation returns all drawings matching the search. For each
drawing, the result list presents the name of the drawing along with the parent
product model. The search fields available are drawing id, drawing name, part
number, and part description. Using more than one search criterion will result in a
Boolean AND search, that is all criteria defined have to be met by each item in the
result list. In order to meet a search criterion, the text string entered by the user
must be found in the corresponding data field of the search item.
6 Edit mode
Note
Be advised that this feature is only available in the Windows .NET client.
Users with sufficient rights are allowed to enter the edit mode of C-Service. The edit
mode is intended for editors managing the spare parts catalog. The user must be
logged in (see section 3.1 Login and logout) to enter the edit mode.
Edit mode
Click the Edit mode button to enter the edit mode. Re-click the icon to return to the
read mode.
6.3.1 Publishing
Granted adequate authority, the user may determine whether a drawing or section of
the menu should be published or not. If published, a drawing will be visible to all
users with sufficient viewing rights. Otherwise, only editors will be able to view and
edit a drawing.
id numbers and other application data. Clicking OK will accept all changes made for
the item and Cancel will discard them.
Any item can be deleted by right-clicking it and selecting Delete. The user will be
asked for a confirmation before C-Service removes the item (see Figure 24).
Right-clicking a node and selecting New→Drawing opens the New Drawing dialog,
shown in Figure 26.
The first dropdown list of the Drawing tab allows the user to select one of the
following three options to create the new drawing.
• Create copy Creates a copy of an existing drawing with a new id. The
drawing to be copied is picked from the right dropdown
list.
Depending on the type of drawing that is added, one or more of the following data
fields are available. All fields are available unless the Use existing option is chosen.
In that case only the Name field will be available since the Id and Image fields are
automatically given their values. Also note that the Id value must always be unique.
• Image Enter the path of the new drawing manually or use the
Browse button to locate the file on disk.
• File path URL of the file. Copy the address in C-Files and paste it in
the File path field.
selecting Copy. Subsequently the drawing can be pasted by right-clicking any locked
node and selecting Paste.
Note
Performing a copy operation is equivalent to creating a new drawing with the use
existing option (see 6.3.4 Adding a drawing), i.e. creating a link to an existing
drawing. As a result, copying a file does not create a new drawing id, but only a new
instance of the already existing drawing. Consequently, all changes made to the copy
will also affect the original drawing, and vice versa.
6.4.1 Hotspots
The user can add new hotspots by right-clicking a drawing and selecting New
hotspot. This opens the hotspot dialog, comprising the following fields of
information.
The text, width, and height variables can be altered later using the edit menu of C-
Service, shown in Figure 31.
6.4.2 Links
A link is added in the spare parts list by right-clicking an item and selecting Add
link. This displays the current model tab in a separate window (Figure 32), in which
the user can browse to the node he wishes to link to point to. The node can be either
a drawing or a higher level folder. Select the node and click OK to create the link.
Cancel aborts the operation.
6.4.4 Products
Adding products
Right-clicking and selecting Add products in the spare parts list opens the product
search dialog shown in Figure 34. Enter appropriate search criteria in the Part
number and Description fields and click Search to conduct the operation. You do
not necessarily have to enter the entire part number, since all products beginning
with your entry will be returned.
below the last item. When your cursor is in the empty space the yellow arrow will
disappear but your cursor should not change. If you move your cursor too far down,
the cursor appearance will change, which means that you are outside the list and the
item cannot be dropped. Sometimes the empty space can be quite narrow, which
means you have to pay extra attention to actually hitting the "drop zone".
Importing products
C-Service also allows for importing products using txt files created in ProEngineer.
Right-clicking the products lists and selecting Import products displays a dialog for
opening the file. Select the appropriate ProEngineer (*.txt) file and click Open to
import the products. Note that only products, the id numbers of which match the id
of the selected drawing, will be imported. The id number of a product can be found in
the first column of the table in the txt file. All successfully imported products
immediately appear in the spare parts list. Note that C-Service does not explicitly
notify the user whether any products have been imported or not.
Removing products
To remove a product, right-click the item and select Remove product.
Click the Create CD data button or Create CD data option on the Tools menu
to open the Create CD data form (see Figure 35). Here you can easily choose
sections of the catalog you wish to include in the new CD. The catalog is displayed as
product models, categorized according to their respective brands. To create a data
transfer first choose a brand, and then choose the model(s) (one, several or all) by
selecting the check boxes to the left.
Then provide a path for the Application and Data folders. Browse your folders to
choose the location where the selected data will be saved. Clicking OK creates an
Application folder and a Data folder (in this example in “C:\temp\new C-Service”).
The transfer may take some time.
3. Burn the contents of the folder “C:\temp\new C-Service” to the CD. Test the
CD to ensure that it runs correctly. Burn the root files to create the newly
modified CD. To do so, you must select all files in the folder.
7 Configuration options
• Application updater URL of the xml configuration file for application updating.
Note: If the set-up page does not open follow the instructions: If CD ROM set-up
page does not run, below.
When the download process is complete the user is asked whether the package is to
be installed (Figure 41). Click Yes to continue with the installation.
4. This opens the Customer Information Page. Fill in your user name and
organization, and dedicate the program. Press next.
5. When the Setup Type Window opens, either choose to run the Complete or
Custom installation. (See examples A and B below). Complete is the easiest,
recommended installation for general users.
A. If you choose Complete Wizard will automatically install all prerequisite programs
along with C-Service, as seen in Figure 44 above.
1. To run complete, click Next.
2. This opens the ready to install the program setup. Click Install to begin the
installation.
3. Wait while the C-Service Client is being installed.
4. You will receive confirmation that the Install Shield Wizard successfully
installed the C-Service Client. Click Finish to close the Wizard.
B. If you choose Custom you can decide which program features you want installed
and where they will be installed. Custom installation is only recommended for
advanced users.
1. Select Custom and press Next.
2. This opens the Custom Setup page. Here you select how a program feature
(Crystal Print) is installed. Click Next to continue.
3. Click Install to install the C-Service Client.
4. You will be notified when installation is complete. Choose Finish.
C. If C-Service Client is already installed and you choose install, the Program
Maintenance window opens. Here you can modify, repair or remove, as shown below.
Figure 46 C-Service notification to install version 1.1 of the Microsoft .NET Framework
As C-Service Web is launched for the first time, the user is prompted to install a
setup package necessary to configure the .NET Framework properly. As shown in
Figure 47, the user is instructed to open the file and run the installation. The
installation having completed successfully, the user is advised to close all Internet
Explorer windows and restart C-Service Web.
Figure 47 C-Service prompts the user to install the setup package for the .NET framework
When the download process is complete the user is asked whether the package is to
be installed (Figure 50). Click Yes to continue with the installation.
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